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EAM RM - well-established global family office/IAM
Hays Banking & Financial Services Hong Kong
October 17, 2020
Your new company
Our client is a multi-Family Office and Independent Asset Manager specializing in asset management, wealth management and legacy planning with offices in HK, Singapore, Taipei, Zurich and Shanghai. They partner with best-of-breed private banks, insurance companies, international brokers and independent fund and securities houses and have established strong relationships with immigration companies, tax advisors and lawyers, independent trustees and other service providers globally.
Your new role
Responsible for developing and maintaining a portfolio of HNW/UHNW clients with a focus on the Asian Market in particular Hong Kong, China, Taiwan, Singapore.
Create sales and marketing strategies designed to generate revenue growth and to on-board new clients.
Ensure financial strategies are kept updated and appropriately aligned with client objectives and goals.
Present and communicate to clients and prospective client's complex financial concepts and investment strategies in a way that is easily understandable.
Create and implement a wealth management strategy designed to strengthen relationships with existing clients.
What you'll need to succeed
Prefer seasoned private banker/ relationship manager with industry experience in dealing with a large Asian dominant portfolio.
Established client base with existing transferrable AUM and able to grow existing portfolio
Comply with all regulatory policies and control procedures regarding client transactions and suitability.
Ensure clients are on-boarded appropriately including all required documentation is complete and accurate.
What you'll get in return This is an exceptional opportunity for any seasoned private banker/relationship manager to join a full functional muti-family office/IAM with global offices. You can choose to work at any of their offices worldwide with great support.
What you need to do now If you're interested in this role, click 'apply now' or forward an up-to-date copy of your MS Word CV to email@example.com . If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.